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KSweeney27 en Agosto 17, 2023
Is it possible to build a workflow that sends an email to a specific contact within our company based on an answer in a form, but that contains the information submitted in the form , or a copy of the form itself. Trying to emulate the email that Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Agosto 17, 2023 13:37
Hi @KSweeney27 , Yes, you can achieve this with a branch action and the "Send internal email notification action". For the enrollment tr...Leer más
JB_MD en Julio 28, 2023
We are in a similar predicament mentioned in the community thread . When a client submits a form, we have a workflow that sets creates a note on a deal with all the relevant information. Unfortunately all the submitted files dipslay as one link and Leer más
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1 Respuestas
Administrador de la comunidad
Julio 31, 2023 05:57
Hi @JB_MD , Thanks for reaching out to the Community! Would you be able to please share a screenshot of what you're seeing on your end?...Leer más
VRakitski en Julio 07, 2023
Hi There, Is it possible to set up such automation or other solution? So that after submission some specific HS form , an email customized with the data from this form is sent to another specific contact(not HS user) from the contacts database. Leer más
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3 Respuestas
Accepted Solution
Asesor destacado | Partner
Julio 11, 2023 06:09
Hey @JPieters HubSpot uses personalization tokens in emails to populate dynamic personalised data in content. This is fed from the object reco...Leer más
helen_c en Junio 21, 2023
I have a feeling this may not be possible, or at least not straightforward(!), so throwing it out there... I want to set up a form + related workflow that only allows contacts to re-enroll a minimum of 3 months after their previous form submissi Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Junio 21, 2023 14:17
Hi @helen_c , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earli...Leer más
RBertsch en Marzo 31, 2023
We are working on mapping all fields from our custom website forms through Gravity forms to our Hubspot contact properties. Currently, our biggest dilemma is mapping a field with multiple checkboxes into the Hubspot contact property. For instance, i Leer más
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1 Respuestas
Accepted Solution
Asesor destacado
Abril 01, 2023 18:06
You could store the values in a secondary property and then copy to the primary property and choose whether to update or replace the existing values ...Leer más
keshav-hopstack en Enero 25, 2023
Hi folks, I want to create an automated email workflow triggered by form submissions where the logic branching is done using the URL of the page where the form submission was completed. The email content will be determined using the Page URL. Leer más
Accepted Solution
Miembro del salón de la fama | Partner
Enero 25, 2023 00:33
Hi @keshav-hopstack , Depending on whether you're referring to HubSpot forms on HubSpot pages or non-HubSpot pages, the approach differs. ...Leer más
Dedra77 en Noviembre 08, 2022
After the person completes the submission form, I'm not getting the email. I've tested it multiple times, but can't get it to work. Can you tell me what I'm doing wrong?
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10 Respuestas
Accepted Solution
Colaborador líder | Partner nivel Diamond
Noviembre 09, 2022 08:27
Hi! Make sure you're adding actions for Email subscription & Marketing Contact Status. The Contact needs to be a marketing contact subscribed to ...Leer más
DMWinter en Septiembre 21, 2022
I've set up a basic automation to inform us on Slack when a form is filled in. It goes: Trigger: A form is filled in > If/Then: Branch: which of our four forms was it? > Send slack notifications to the relevant people based upon which f Leer más
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1 Respuestas
Accepted Solution
Asesor destacado
Septiembre 21, 2022 18:35
You could refine the submission to look for when it was submited (ie: submitted < 1 day ago). But that wouldn't solve if someone submits a form a...Leer más
kaitlynwells en Julio 06, 2022
Hi all, I am hoping someone can help me figure this out. I have created a chatflow that essentially mimics a progressive demo request form. Ultimately depending on the quick reply responses from a user, we will route information to different teams. Leer más
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2 Respuestas
Julio 08, 2022 10:22
Thank you, I had been doing this already on the product selection. I ended up adding more properties to divert what I needed into another if/then bra...Leer más
AStuder en Junio 28, 2022
We are generating leads for some of our vendors and want to forward those leads (with their permission of course) to those vendors for direct follow up (the 3rd party entity would hire those leads, not us). I know how to create the workflow and Leer más
Colaborador líder | Partner nivel Platinum
Julio 01, 2022 12:10
Alternatively, you could set up a workflow to send an internal marketing email to these email addresses. That way they don't have to be HubSpot users...Leer más
bikeage23 en Junio 09, 2022
Hi Everyone, We receive a number of sales inquiries but a large number are not viable. Currently we are using a simple web form to gather inquiries and manually sending a HubSpot questionnaire to quality leads to gather more information and crea Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Junio 09, 2022 08:24
Hi @bikeage23 , Lead status could definitely be used to trigger an automated marketing email, yes. You would set up a contact-based workflow...Leer más
amber-square2 en May 18, 2022
Currently, in workflow triggers and reports, forms are very all or nothing: either selecting that someone filled out one specific form or choosing submissions to all forms. I would love to be able to add some kind of tag or categorization to for Leer más
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3 Respuestas
Accepted Solution
Asesor destacado
May 19, 2022 08:35
@amber-square2 - First, let me say I feel your pain and as strict as I am with naming conventions in my own organization, I would completely agree ...Leer más
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